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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,892 | $115,225-28.9% | $100,712-18.7% | $138,895-41.0% |
| Participation rate | 61.1% | 74.3%-13.2pp | 69.3%-8.2pp | 79.9%-18.8pp |
| Annual return | 14.07% | 40.35%-26.3pp | 33.27%-19.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,635 | $2,771-41.0% | $2,313-29.3% | $4,194-61.0% |
| Participant deferral / active EE | $2,586 | $4,699-45.0% | $4,085-36.7% | $6,396-59.6% |
| Admin fee / account holder | $1,248 | $10,844-88.5% | $9,256-86.5% | $12,562-90.1% |